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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,112 | $86,949+9.4% | $102,460-7.2% | $80,959+17.5% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | -20.38% | 18.89%-39.3pp | 29.47%-49.9pp | 35.67%-56.1pp |
| Employer contribution / active EE | $7,397 | $2,370+212.2% | $3,025+144.5% | $2,757+168.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,098 | $8,048-36.7% | $9,460-46.1% | $6,925-26.4% |